BFC

Bedel Financial Consulting Portfolio holdings

AUM $783M
1-Year Est. Return 4.84%
This Quarter Est. Return
1 Year Est. Return
+4.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$377K
3
+$313K
4
CSCO icon
Cisco
CSCO
+$287K
5
AAPL icon
Apple
AAPL
+$257K

Top Sells

1
+$2.56M
2
+$880K
3
+$346K
4
FDX icon
FedEx
FDX
+$208K
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$193K

Sector Composition

1 Healthcare 36.01%
2 Technology 10.59%
3 Financials 7.06%
4 Consumer Staples 5.21%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$776K 0.51%
6,275
-2,800
27
$765K 0.51%
20,205
-87
28
$732K 0.48%
10,108
-53
29
$720K 0.48%
38,354
+26,159
30
$696K 0.46%
5,399
31
$692K 0.46%
5,065
+46
32
$691K 0.46%
5,635
+14
33
$676K 0.45%
4,313
+70
34
$622K 0.41%
8,165
+977
35
$621K 0.41%
9,600
36
$614K 0.41%
19,833
+403
37
$598K 0.4%
4,206
38
$589K 0.39%
4,609
-70
39
$584K 0.39%
3,540
-6
40
$581K 0.38%
13,837
+77
41
$552K 0.37%
9,500
+460
42
$551K 0.36%
12,442
+146
43
$533K 0.35%
11,362
+8
44
$524K 0.35%
2,214
+1
45
$511K 0.34%
3,066
+57
46
$500K 0.33%
5,846
-1,159
47
$486K 0.32%
46,680
-7,655
48
$477K 0.32%
4,818
49
$470K 0.31%
3,122
+130
50
$449K 0.3%
13,045
+764
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